Create first Microsoft Flow

Starting with flow you need to have 3 thing in your mind.

  • Template – Decide the template which would be used for the flow.
  • Trigger – Event which would trigger the workflow.
  • Actions – Set of actions which will be performed when the criteria are met.

Login to Microsoft Flow site.

Figure 1: Login Page

Scrolling down the page you will find few sets of services. If the service for which you are looking for is not present in the list, click on See all option. This will navigate you to the page where you can find all the services which are currently present with Microsoft.

Click on the service and select the template.

Figure 2: Choose Service


If the required template is not present. You can create your template from My flows.

Today I am going to create a flow which will send an email notification whenever an account is created in Microsoft Dynamics 365 application.

Figure 3: My Flows tab
Figure 4: Create a new blank flow

Clicking on Create form blank option will redirect you to the page where you can find multiple triggers. Choose a trigger to get started with the flow.

Figure 5: Choose the trigger

Select the CRM Organization under Organization Name field. This will populate all the entities respective to the selected organization under Entity name field.

Choose the CRM entity under Entity name. The flow would only trigger whenever a record is created under the selected CRM entity.

Figure 6: Choose the Organization and Entity

Click on add New step button.

Figure 7: Click New Step for adding another Trigger.

I am going to receive email notification on my outlook account therefore I am searching for Outlook, select the mail option Outlook.com

Figure 8: Search Outlook

Now, select Send an email option for sending the notification when an account is created in CRM.

Figure 9: Choose Send an email

Enter the Email address in “To” field which would get the email notification for every Account which gets created in CRM. Enter the Email Subject in the “Subject” field.

Microsoft flow provides you the ability to add the dynamic content by clicking on the Add dynamic content option as shown below:

Figure 10: Add dynamic content

Click on Show advanced options and select Yes under Is HTML field.

Figure 11: Select Show advanced option
Figure 12: Select Yes under Is HTML drop down

Go to mail Body and enter the text as shown in the below image:

<A href> tag is used for specifying a link destination. For now, I have provided the link of CRM Organization. Clicking on the link with navigate you to CRM homepage.
<A HREF= ‘https://orgname.crm8.dynamics.com/main.aspx’>Click Here for details</A>

Figure 13: Prepare mail body
Hello Team,
Account AccountName has been created in CRM.
Please verify and approve it.
<A HREF= 'https://orgname.crm8.dynamics.com/main.aspx'>Click Here for details</A>
Regards,
CRM Team

Now here is a trick for opening CRM record directly from the mail.

Login to CRM, open Account record. Get the Account record URL.

You would get the URL like the below URL which would contain the record GUID.

Figure 14: Account Record URL

Replace the Account GUID by adding dynamic content Account (which contain the Unique Identifier of Account). Please refer the below screenshot.

 'https:// orgname.crm8.dynamics.com/main.aspx?etc =1&extraqs=&histKey=675913679&id =%7bAccount%7d&newWindow=true&pagetype=entityrecord#799476899' 
Figure 15: Add Account Unique Identifier in mail body

Click the Save button and then hit the Test button for testing the flow.

Figure 16: Click Save and Hit Test

Select the option as I’ll perform the trigger action. Click Test.

Figure 17: Click Test button

Go to Dynamics CRM and create a new Account.

Figure 18: Create Account in CRM

Navigate back to flow and Check the flow status.

Figure 19: Check the Flow status

Login to Outlook.com and check there should be an email in your Inbox.

Figure: Mail received in Outlook inbox.

Clicking on Click Here for details hyperlink will navigate the user to CRM Application and open Apple Inc. account record.